See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,971 | $65,561+26.6% | $86,188-3.7% | $75,163+10.4% |
| Participation rate | 44.7% | 60.5%-15.8pp | 69.0%-24.2pp | 67.2%-22.5pp |
| Annual return | 17.31% | 46.05%-28.7pp | 1168.45%-1151.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,246 | $1,553-19.8% | $2,380-47.7% | $2,670-53.3% |
| Participant deferral / active EE | $3,948 | $3,024+30.6% | $3,985-0.9% | $4,125-4.3% |
| Admin fee / account holder | $8,327 | $5,474+52.1% | $6,852+21.5% | $5,651+47.4% |